Skip to content
Disclosery

CWM, LLC: ACT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on ACT, newest first. How the timeline and the estimate are built.

CWM, LLC held 14,711 ACT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 14,711 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $600,356.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 14,844 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $588,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 13,811 shares
    Change vs previous 13F -560 shares

    <0.01% of the 13F portfolio, value $530,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 14,371 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $534,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,211 shares
    Change vs previous 13F +6,983 shares

    <0.01% of the 13F portfolio, value $494,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 7,228 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $234,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 7,592 shares
    Change vs previous 13F +1,416 shares

    <0.01% of the 13F portfolio, value $276,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 6,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $189,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).